Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47956.27 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46561.37 Kr¶
PnL: ---------------------------------------> -327.2 Kr¶
DD now: ---------------------------------> -1.385 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 16:37:16.670074'
Benchmark comparison¶
OMXS30 DJUS
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.340000 | 2831.500000 | 195.500000 | 7.420000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.840000 | 3130.400000 | 159.400000 | 5.370000 | 2971.000006 |
| Corem Property Group B | 59 | -1.160000 | 654.900000 | 77.900000 | 13.500000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.370000 | 432.400000 | 77.400000 | 21.800000 | 355.000000 |
| Boozt | 12 | 1.270000 | 1728.000000 | 74.000000 | 4.470000 | 1653.999996 |
| HMS Networks | 2 | 0.000000 | 719.600000 | 46.600000 | 6.920000 | 673.000000 |
| OEM International B | 7 | 1.260000 | 562.800000 | 34.800000 | 6.590000 | 527.999997 |
| Intrum | 4 | 1.760000 | 555.800000 | 28.800000 | 5.460000 | 527.000000 |
| Norva24 Group | 16 | 5.080000 | 569.600000 | 26.600000 | 4.900000 | 543.000000 |
| Eastnine | 4 | 2.060000 | 516.000000 | 25.000000 | 5.090000 | 491.000000 |
| FM Mattsson Mora Group B | 50 | -0.670000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 1.460000 | 554.800000 | 22.800000 | 4.290000 | 532.000000 |
| SAAB B | 8 | -0.050000 | 3392.800000 | 15.800000 | 0.470000 | 3377.000000 |
| MedCap | 2 | -0.910000 | 436.000000 | 15.000000 | 3.560000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.180000 | 260.160000 | 14.160000 | 5.760000 | 246.000000 |
| AcadeMedia | 12 | 1.110000 | 566.880000 | 9.880000 | 1.770000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Resurs Holding | 22 | 0.460000 | 581.240000 | 7.240000 | 1.260000 | 573.999998 |
| Securitas B | 6 | 1.050000 | 575.400000 | 5.400000 | 0.950000 | 570.000000 |
| CTEK | 13 | 2.910000 | 538.070000 | 4.070000 | 0.760000 | 533.999999 |
| Karnov Group | 9 | -1.480000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Swedbank A | 3 | 1.210000 | 565.800000 | 1.800000 | 0.320000 | 564.000000 |
| Creaspac SPAC | 6 | 0.000000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Essity B | 2 | -1.620000 | 570.600000 | -3.400000 | -0.590000 | 574.000000 |
| Handelsbanken A | 5 | -0.320000 | 542.250000 | -3.750000 | -0.690000 | 546.000000 |
| Essity A | 4 | -2.060000 | 1142.000000 | -7.000000 | -0.610000 | 1149.000000 |
| Midsona B | 63 | -1.400000 | 575.190000 | -7.810000 | -1.340000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.290000 | 3439.400000 | -14.600000 | -0.420000 | 3453.999992 |
| International Petroleum Corp. | 5 | 2.580000 | 557.000000 | -37.570000 | -6.320000 | 594.565215 |
| Vivesto | 1368 | 1.910000 | 569.640000 | -43.360000 | -7.070000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.110000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| Axfood | 13 | 1.230000 | 3632.200000 | -123.800000 | -3.300000 | 3756.000001 |
| OX2 | 18 | 0.650000 | 1523.700000 | -140.300000 | -8.430000 | 1663.999992 |
| Ovzon | 52 | 3.010000 | 3026.400000 | -335.600000 | -9.980000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.810000 | 3430.000000 | -381.000000 | -10.000000 | 3810.999990 |
| TOTAL | 46558.130000 | -330.440000 | -1.39186% | 46888.564618 |
Updated:¶
'2023-01-18 16:36:45.666590'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
